White Brook Capital is an independent investment advisory. The firm has a socially responsible ethos that means clients are never invested in vice, death, or companies that exploit their customers.
During the first quarter, White Brook was up 8.66% vs the S&P 500 up 13.65%. Overall, first quarter earnings were disappointing for White Brook.
White Brook didn’t trade during the quarter - except for investing new investor capital. The lack of trading confirmations was not a bug, it was a feature.